360 Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Eric Shaffer is a certified financial planner who works out of Dallas, Texas. Currently a registered advisor at 360 Wealth Management, LLC, Shaffer has 12 years of experience as an investment advisor. Shaffer maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Shaffer is able to advise clients in Texas. During their career, Shaffer has held roles at Raymond James Financial Services, Inc, Quest Capital Management, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Vfg Advisors Inc, Vfg Securities, Inc, Lpl Financial, LLC and 360 Wealth Management, LLC. 360 Wealth Management, LLC is headquartered in Dallas, Texas, and has 41 offices in the nation. As a company, 360 Wealth Management, LLC oversees $900 million in assets dispersed across 4,765 client accounts and retains more than 92 people. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the United States. The firm manages 4,573 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. 360 Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
360 Wealth Management, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Shaffer Work History
Eric has 12 years of experience.
Lpl Financial, LLC
360 Wealth Management, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Vfg Advisors Inc
Vfg Securities, Inc
Raymond James Financial Services,Inc
Quest Capital Management, Inc
Eric Shaffer has no disclosures.
Please visit their SEC profile for more details.